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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3251	RIM Reynolds Investment Management Greenville, South Carolina	$206K	$0	1	0.07%	Maintained
3252	5SA 5th Street Advisors Southport, Connecticut	$205K	+$8.19K	1	0.21%	Increased
3253	Brevan Howard Capital Management St. Helier, Jersey	$205K	+$228K	1	0.01%	New
3254	SCA Sage Capital Advisors Sioux Falls, South Dakota	$205K	$0	1	0.1%	Maintained
3255	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$205K	+$8.19K	1	0.14%	Increased
3256	PGIM Pacific Global Investment Management Glendale, California	$204K	+$11.5K	1	0.05%	Increased
3257	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$203K	+$135K	4	0.03%	Increased
3258	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$203K	-$8.67K	1	0.13%	Reduced
3259	TCM Tufton Capital Management Hunt Valley, Maryland	$203K	$0	1	0.04%	Maintained
3260	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$203K	-$220K	1	0.21%	Reduced
3261	AGM Alpine Global Management New York	$202K	-$118K	1	0.05%	Reduced
3262	BFA Benedict Financial Advisors Atlanta, Georgia	$202K	+$1.99K	1	0.06%	Increased
3263	CCM CAAS Capital Management New York	$202K	-$9.35M	1	0.01%	Reduced
3264	FWA FSM Wealth Advisors Cleveland, Ohio	$202K	+$191K	1	0.2%	New
3265	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$202K	+$246K	1	0.27%	New
3266	II Ibex Investors Denver, Colorado	$202K	+$246K	1	0.13%	New
3267	MCA Millennium Capital Advisors Little Rock, Arkansas	$201K	+$24.6K	1	0.2%	Increased
3268	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$201K	-$12.3K	1	0.14%	Reduced
3269	EAM Empirical Asset Management Wellesley, Massachusetts	$201K	+$245K	1	0.21%	New
3270	LIM Longfellow Investment Management Boston, Massachusetts	$201K	$0	2	0.04%	Maintained
3271	CWA Consilium Wealth Advisory Richardson, Texas	$200K	-$26.2K	1	0.22%	Reduced
3272	CAM Connacht Asset Management New York	$199K	+$204K	1	0.08%	New
3273	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$199K	$0	1	0.17%	Maintained
3274	3F 360 Financial Wayzata, Minnesota	$195K	-$262K	1	0.12%	Reduced
3275	CWM Curi Wealth Management Raleigh, North Carolina	$195K	+$97.9K	3	0.04%	Increased